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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-06-11 |
| OK | RA | APPROVED | 2018-01-25 |
| CA | RA | APPROVED | 2018-01-03 |
| FL | RA | APPROVED | 2017-08-21 |
| TX | RA | APPROVED | 2017-08-03 |
Branch Locations
Executive Center Two 8360 Lbj Freeway Suite 100, Dallas, TX 75243 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Advisors, Lp | Dallas | TX | 04/2003 | 08/2017 |
| Sunbelt Securities Inc | Houston | TX | 07/2017 | Present |
1) North Texas Advisory Group (DBA): Investment related. 8360 LBJ Fwy, Ste 100, Dallas, TX 75243. DBA, Doing Business As under Sunbelt Securities, Inc. General financial services to assist clients. Commissions through Sunbelt. Start 02/19/2020. 0-5 hours a week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-19 |
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